Experience

CommLoan

• United States
• Financial Services
• 1 - 100 Employee

• AVP, Transaction Manager

  • Jun 2022 - Present

  I manage the fulfillment of loans for which CommLoan has been engaged to place the debt. I spearhead the loan requests listening to important factors and providing my expertise in the field to derive the best loan program for the borrower. I cover 38 States throughout the country for rehab, cash-out refinance, rate/term refinance and acquisition loans from <$1.5MM. I accurately underwrite and package the loan request using the due diligence items from the borrowers. Once the request is accurately packaged, I send the deal out to market and negotiate on the borrowers behalf for the best possible rates and terms. Diligently working with the borrower, lender, attorney, title, etc. until the deal is ultimately funded. This requires a strong understanding of commercial real estate as well as the lending process in order to properly field questions and overcome obstacles. Responsible for teaching the new intern hires with the day to day tasks/responsibilities and how to underwrite loan requests. Show less

• Transaction Analyst

  • May 2022 - Present

  I work along side the Transaction Manager with the fulfillment of loans for which CommLoan has been engaged to place the debt. I cover 38 States throughout the country for rehab, cash-out refinance, rate/term refinance and acquisition loans from $1.5MM-$12MM. I accurately underwrite and package the loan request using the due diligence items from the borrowers. Once the request is accurately packaged, I send the deal out to market and negotiate on the borrowers behalf for the best possible rates and terms. Successfully working with the borrower and lender until the deal is ultimately funded. This requires a strong understanding of commercial real estate as well as the lending process in order to properly field questions and overcome obstacles. Show less

• Intern

  • Jan 2022 - Apr 2022

  Under the direct supervision of the CEO/founder and VPs of CommLoan, I support and work along side the Transaction Analyst and Transaction Management team with the fulfillment of loans for which CommLoan has been engaged to place the debt. I accurately and efficiently package the loan request and procure the most competitive loan terms available in the market, which meet the borrowers requirements. I review and maintain the due diligence documents in each deal folder as well as perform market analysis and research related to each property. This role is also responsible for working with the title company to ensure an efficient closing process for each deal and submitting weekly tombstones detailing recently funded transactions to be posted on the company website. The primary focus is to obtain and review/interpret the income statements, rent rolls, tax returns, and other financial documents required to subsequently create the loan marketing package, which is distributed to the commercial real estate lending marketplace. The loan marketing package includes a Cash-Flow table which calculates the NOI/EBIDA, Debt Service Coverage ratio and other key points in order to represent the strength of the property based on the terms of the loan, which is derived from financial documents provided. Also included in the package is a tombstone with all the important information about the property along with financial information in relation to the loan terms. I also interact with the lenders and borrowers directly, fielding any questions or concerns in order to close.-Experienced in several types of loans (Cash-Out Refinance, Rate/Term Refinance, Acquisition, Rehab/Bridge, Owner-Occupied/Investor) -Proficient use of Microsoft Excel-Exceptional Customer Service -Proficient computer skills to navigate, transpose, convert, etc. documents to fit needs-Advanced understanding of interpreting financial documents-Exceptional understanding of the Commercial Real Estate industry Show less



Real Companies

• United States
• Leasing Non-residential Real Estate
• 1 - 100 Employee

• Intern

  • Jul 2021 - Oct 2021

  Project based internship, working under the direct supervision of the Senior Investment Advisor of Real Companies. -Researched potential Dunkin’ Donuts locations in the Tempe/Scottsdale area. Being mindful of building size (sq. footage), “morning side” of the road, proximity of competitors, etc. Use of various databases to acquire owner name and contact (phone numbers/emails). Enter potential locations into Excel including, property name, address, owner name, owner contact, and any important notes regarding the property. -Research Dairy Queen comps given a price range. Enter information into Excel including, property name, address, sold for/sale price, total sq. footage, price per sq. foot, cap rate, and closing date Show less



Mountainside Fitness

• United States
• Health, Wellness & Fitness
• 200 - 300 Employee

• Membership Sales Representative

  • Jan 2021 - Aug 2021

  -Engage in both inside and outside sales -Follow up with interested prospects as well as seek potential prospects by completing 40+ calls, text messages, and emails daily -Sign up prospects in person, discuss membership options that best fit the customers’ needs -Provide a tour of the facility, highlighting key amenities and benefits in order to complete the sale -Act as manager of the facility when general manager is absent or busy -Solve any issues regarding membership including; overdue charges, pending cancellations, upgrading/downgrading membership, etc. - Attended sales training hosted by the CEO and COO of Mountainside Fitness Show less



Delta Sigma Phi Fraternity

• United States
• Non-profit Organizations
• 100 - 200 Employee

• Vice President

  • Jan 2020 - Jan 2021



Heers Management Company

• Real Estate
• 1 - 100 Employee

• Intern

  • Jun 2019 - Aug 2019

  -Under the direct supervision of the Vice President, this position provided direct support to the management of a 6 property multi-family portfolio (2,888 units) -Provided assistance to accounting staff on month‐end financials for each property -Assisted property managers with daily activities including: financial reporting, managing tenant billing, invoice entry, facilities management, and tenant relations -Leased apartments at 2 different locations -Assisted in the initial lease-up and stabilization of a new construction 400-unit property in Avondale -Sales experience exemplified when touring prospective tenants and calculating costs, reviewing lease documents and ensuring viability of tenant approval Show less



One Stop Nutrition

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• Sales Associate

  • Jan 2018 - Aug 2018

  - Engaged in outside sales - Consistently reached or surpassed daily sales goal amount of $2000+ - Assisted customers with finding the best supplements for their needs/goals, leading to sales - Greeted and built relationships with customers in order to form long lasting customer relations - Engaged in outside sales - Consistently reached or surpassed daily sales goal amount of $2000+ - Assisted customers with finding the best supplements for their needs/goals, leading to sales - Greeted and built relationships with customers in order to form long lasting customer relations